Institute for Wealth Management, LLC.
Position in AAL — American Airlines Group Inc.
CIK 1533954
DENVER, CO
Position in AAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,254
-$259,702 QoQ
Shares Held
1,951
-90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 576 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. AAL ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
This page
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
|
50 | $7,778 |
All Filings in AAL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,254 | 1,951 | Shares | Sole | 2026-07-28 | |
| 2023-12-31 | $294,956 | 21,467 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $202,346 | 15,796 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $508,383 | 28,338 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $395,860 | 26,838 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $341,379 | 26,838 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $324,201 | 26,927 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $345,238 | 27,227 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $491,417 | 26,927 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $483,608 | 26,927 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $552,542 | 26,927 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $571,121 | 26,927 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $643,555 | 26,927 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $420,459 | 26,662 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $333,538 | 27,139 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $352,236 | 26,950 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $220,053 | 18,052 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||